🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-23 22:21:38时区推断·⟳ 抓取 06-03 23:09:37回填·⚡ 决策 06-18 00:21:23·131.9 天前
KOL喊单SIVE为1.6T与CPO激光器供应商，称股价已涨三位数
📄 原文Serenity↗ 原文
$SIVE is starting to play out like my $AXTI thesis round 10? Up triple digits now. Really not sure how markets missed t…
不做 SIVE.US
KOL喊单且标的已涨三位数(triple digits)，小盘股流动性差，追高风险极大，属于已充分price-in且疑似拉高出货
不做 AXTI.US
仅作为KOL过往成功案例对比提及，非本次事件直接催化，无新信息
不做 MRVL.US
大盘明牌CPO龙头，KOL仅作为行业对标提及，无信息差和边际催化
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$SIVE is starting to play out like my $AXTI thesis round 10?
Up triple digits now.
Really not sure how markets missed this one tbh?
-> Laser supplier to Jabil… for 1.6T pluggable transceivers in the current supercycle.
-> Laser supplier to Ayar / $MRVL celestial for CPO, in the upcoming supercycle.
Literally all your laser suppliers from $MTSI to $LITE are $17-45B companies.
$SIVE?
Now only at ~$310M.
High conviction long.
Up triple digits now.
Really not sure how markets missed this one tbh?
-> Laser supplier to Jabil… for 1.6T pluggable transceivers in the current supercycle.
-> Laser supplier to Ayar / $MRVL celestial for CPO, in the upcoming supercycle.
Literally all your laser suppliers from $MTSI to $LITE are $17-45B companies.
$SIVE?
Now only at ~$310M.
High conviction long.
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